Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-904K- 67.1% |
$8.59M - $16.5M
|
443K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-217K- 14.45% |
$2.06M - $3.95M
|
1.28M
$35.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126K- 62.01% |
$1.2M - $2.3M
|
77.3K
$2.15M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-67.2K- 83.92% |
$639K - $1.22M
|
12.9K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-34.8K- 29.77% |
$331K - $634K
|
82.1K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-31.5K- 75.43% |
$299K - $573K
|
10.2K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-28.9K- 7.17% |
$274K - $526K
|
374K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-25K- 29.73% |
$237K - $455K
|
59.1K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-21.2K- 16.58% |
$201K - $386K
|
107K
$2.97M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-19.6K- 15.44% |
$186K - $357K
|
107K
$2.99M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-16.3K- 48.45% |
$155K - $297K
|
17.4K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-12.8K- 42.72% |
$122K - $233K
|
17.2K
$477K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-12.3K- 40.85% |
$116K - $223K
|
17.7K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
CALL |
-11.9K- 33.71% |
$113K - $217K
|
23.4K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-11.7K- 1.94% |
$111K - $213K
|
590K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-11.5K- 3.49% |
$109K - $210K
|
319K
$8.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-8.41K- 33.49% |
$79.9K - $153K
|
16.7K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.77K- 24.47% |
$16.8K - $32.2K
|
5.47K
$152K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 11.06% |
$15.2K - $29.2K
|
12.9K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 8.16% |
$9.59K - $18.4K
|
11.4K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Prentice Capital Management, LP
Greenwich, CT |
SELL
|
- |
-829- 0.42% |
$7.88K - $15.1K
|
199K
$5.53M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 2.27% |
$4.75K - $9.11K
|
21.6K
$600K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-401- 2.49% |
$3.81K - $7.3K
|
15.7K
$437K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 72.73% |
$3.8K - $7.28K
|
150
$4.17K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-302- 1.08% |
$2.87K - $5.5K
|
27.6K
$769K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 60.0% |
$2.85K - $5.46K
|
200
$5.56K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 54.55% |
$2.85K - $5.46K
|
250
$6.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 7.04% |
$2.38K - $4.55K
|
3.3K
$91.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 8.84% |
$2.01K - $3.86K
|
2.19K
$60.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.06% |
$1.9K - $3.64K
|
18.7K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-175- 11.11% |
$1.66K - $3.19K
|
1.4K
$38.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-110- 6.4% |
$1.05K - $2K
|
1.61K
$44.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-95- 28.11% |
$903 - $1.73K
|
243
$6.76K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-80- 0.73% |
$760 - $1.46K
|
10.9K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-64- 2.53% |
$608 - $1.17K
|
2.46K
$68.5K
|
|
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-50- 3.76% |
$475 - $911
|
1.28K
$35.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 45.07% |
$304 - $583
|
39
$1.08K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 8.47% |
$152 - $291
|
173
$4.81K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-4.89M- 99.42% |
$54.7M - $88.2M
|
28.6K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-1.95M- 37.17% |
$21.8M - $35.2M
|
3.3M
$91.7M
|
|
|
May 13, 2025
Q1 2025
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-621K- 100.0% |
$6.94M - $11.2M
|
10
$278
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-351K- 67.34% |
$3.92M - $6.32M
|
170K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173K- 58.3% |
$1.93M - $3.11M
|
124K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-102K- 42.23% |
$1.14M - $1.85M
|
140K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-93.7K- 32.69% |
$1.05M - $1.69M
|
193K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-57.5K- 42.93% |
$643K - $1.04M
|
76.4K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.7K- 68.7% |
$376K - $607K
|
15.3K
$427K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-26.1K- 51.02% |
$292K - $471K
|
25.1K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.64K- 35.55% |
$40.7K - $65.6K
|
6.6K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.55K- 0.62% |
$39.7K - $64K
|
572K
$15.9M
|
|